Fidelity Investments

Compensation

Full Description

Job Title: Financial Customer Associate - Bilingual Company Overview: Fidelity Investments is a leading financial services company dedicated to helping individuals and businesses achieve their financial goals. With a strong commitment to innovation and customer service, Fidelity offers a wide range of investment solutions and financial guidance to millions of clients worldwide. Role Overview: As a Bilingual Financial Customer Associate at our Merrimack site, you will play a vital role in providing exceptional financial support to our Spanish-speaking customers. Your purpose is to deliver personalized service that helps clients manage their investments and financial needs effectively. What You'll Do: - You will assist customers with their financial inquiries and provide accurate information about Fidelity’s products and services. - You will resolve customer issues promptly while maintaining a high level of professionalism and empathy. - You will communicate clearly and effectively in both English and Spanish to support a diverse client base. - You will collaborate with team members to ensure a seamless customer experience. - You will document customer interactions and transactions accurately in our systems. - You will stay informed about financial products, market trends, and company policies to provide up-to-date advice. - You will contribute to continuous improvement initiatives to enhance service quality. What You Bring: - You have at least 2 years of experience in customer service or financial services. - You are fluent in both English and Spanish, with excellent verbal and written communication skills. - You possess strong problem-solving abilities and attention to detail. - You are comfortable working in a fast-paced, team-oriented environment. - You have basic knowledge of financial products and investment concepts. Bonus Points If You Have: - Experience working in a financial institution or call center environment. - Familiarity with CRM software and financial service platforms. - Additional language skills beyond English and Spanish. - Certification or coursework related to finance or customer service. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for professional growth and development through training programs. - We offer a supportive and inclusive workplace culture that values diversity. - We offer flexible work schedules and paid time off to support work-life balance. - We offer employee wellness programs and financial planning resources. Ready to Apply? If you are passionate about helping others and meet the qualifications, please submit your application through our careers page at Fidelity Investments. Join us in making a meaningful impact on our customers’ financial futures.